Credit card feed improvements

I'm just now able to do credit card feeds and have some suggestions:

  • Allow vendors to be mapped to existing vendors so it doesn't have to be done with each transaction.
  • Add copy invoice feature.  Now we need to enter the account each time...more time consuming than manually entering as A/P transactions.
  • Transactions can't be adjusted until after they are posted.  I would prefer to be able to edit until posted like A/P.

As is, the feed doesn't really save much time than creating invoices manually.  Adding these features would help make the process more efficient.

  • Jennifer Kurtz
  • Sep 10 2018
  • Future consideration
  • Attach files
  • Thomas Walker commented
    14 Sep, 2018 02:44pm

    thanks Jennifer, I'll ask the Product manager in charge of CC management to reach out to you